+86.1%
USO vs HAL
+5.2%
+80.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -2.9% | +8.5% | +7.0% |
| 7D | +11.5% | -3.3% | +14.7% | +13.1% |
| 30D | +24.1% | +7.2% | +16.9% | +19.9% |
| 3M | +17.9% | -8.8% | +26.7% | +23.1% |
| 6M | +49.6% | +3.0% | +46.6% | +47.5% |
| YTD | +129.0% | +29.4% | +99.6% | +101.7% |
| 1Y | +112.0% | +62.8% | +49.2% | +66.4% |
| 3Y | +102.3% | -6.4% | +108.7% | +101.3% |
| 5Y | +224.5% | +103.6% | +120.9% | +117.8% |
| All | +86.1% | +5.2% | +80.9% | +53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded HAL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling